EP Wealth Advisors Acquires Donnelly Wealth Advisors

June 29, 2018

On June 4, 2018, EP Wealth Advisors announced its acquisition of Donnelly Wealth Advisors.

EP Wealth Advisors, LLC (“EP”) closed its acquisition of Donnelly Wealth Advisors, Inc. (“Donnelly”) on May 30, 2018. The founder and two other senior employees of Donnelly, Richard Donnelly, Bradley Owen and Adam Werner, respectively, will become partners at EP. Further terms of the transaction were not disclosed.

EP, based in Torrance, California, is a fee-only registered investment advisor and financial planning firm. EP currently has $3.6 billion in assets under management as of March 31, 2018.

Donnelly, based in San Diego, California and established in 1997, is an independent registered investment advisor. Donnelly has $400 million in assets under management.

To read the press release: please click here.



Investment Manager M&A, Transactions